Axxcess Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,547
Closed -$266K 685
2023
Q1
$266K Sell
9,547
-1,553
-14% -$43.3K 0.02% 507
2022
Q4
$309K Sell
11,100
-11,400
-51% -$317K 0.03% 439
2022
Q3
$678K Sell
22,500
-1,500
-6% -$45.2K 0.06% 255
2022
Q2
$671K Buy
+24,000
New +$671K 0.06% 248